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MCNEILL CAPITAL, LLC
CRD 154517File 801-129522
APPROVED
Retail clients
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$40.6M
Bottom 25% of cohort (national)
Discretionary AUM
$40.6M
Clients
42
102 accounts
Employees
1
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 16, 2024
- Principal office
- 125 HIGH ROCK AVENUE, SUITE 202, SARATOGA SPRINGS, NY, 12866
- Phone
- 518-364-7899
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $40.6M
- Discretionary AUM
- $40.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 102
- Non-discretionary accounts
- 0
- Total accounts
- 102
- AUM per client
- $967K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 42 | $40.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SELECTION AND MONITORING FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.